Excel 2016 Pivot Table Data Crunching (includes Content Update Program)
©2016 |Que Publishing | Available
Bill Jelen
Michael Alexander
©2016 |Que Publishing | Available
K-12 educators: This link is for individuals purchasing with credit cards or PayPal only. Contact your Savvas Learning Company Account General Manager for purchase options.
A practical, realistic, easy-to-understand guide to Excel's most powerful and underutilized features: PivotTables and PivotCharts. Even for students who have never created a pivot table before, this book will help them leverage all their amazing flexibility and analytical power. Drawing on more than 40 combined years of Excel experience, Bill Jelen and Michael Alexander offer practical “recipes” for solving real business problems, help learners avoid common mistakes, and present tips and tricks found nowhere else.
What will be added/deleted to this edition of the manuscript?
New chapters on Power Query & Power Map.
Updated screen shots throughout
Approximately 40% of the content will change
New features being covered include Power Query, Power Map
There will also be new accompanying sample files
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Introduction
What You Will Learn from This Book .................................................................1
What Is New in Excel 2016’s Pivot Tables ...............................................................2
Skills Required to Use This Book .........................................................................3
Invention of the Pivot Table........................................................................4
Sample Files Used in This Book ...........................................................6
Conventions Used in This Book ............................................................6
1 Pivot Table Fundamentals ............................................ 9
Defining a Pivot Table .................................................................9
Why You Should Use a Pivot Table .............................................10
When to Use a Pivot Table ......................................................12
Anatomy of a Pivot Table .........................................................12
Pivot Tables Behind the Scenes ..........................................14
Pivot Table Backward Compatibility .................................................15
Next Steps............................................................................17
2 Creating a Basic Pivot Table ........................................19
Preparing Data for Pivot Table Reporting ..............................................19
How to Create a Basic Pivot Table ......................................................24
Understanding the Recommended Pivot Table Feature...........................31
Using Slicers ......................................................................................33
Keeping Up with Changes in the Data Source .............................................39
Sharing the Pivot Cache .........................................40
Saving Time with New Pivot Table Tools ............................................41
Next Steps.......................................................................43
3 Customizing a Pivot Table ................................................45
Making Common Cosmetic Changes .................................................46
Making Report Layout Changes ..........................................52
Customizing a Pivot Table’s Appearance with Styles and Themes ......................................60
Changing Summary Calculations ....................................................63
Adding and Removing Subtotals ....................................................65
Changing the Calculation in a Value Field .......................................67
Next Steps...............................................................75
4 Grouping, Sorting, and Filtering Pivot Data ..........................77
Automatically Grouping Dates ...................................................77
Using the PivotTable Fields List ..............................................85
Sorting in a Pivot Table ................................................89
Filtering a Pivot Table: An Overview ...................................................95
Using Filters for Row and Column Fields .........................................96
Filtering Using the Filters Area ................................104
Next Steps......................................................................................112
5 Performing Calculations in Pivot Tables ...........................113
Introducing Calculated Fields and Calculated Items ............................................113
Creating a Calculated Field ...................................116
Creating a Calculated Item ...........................................124
Understanding the Rules and Shortcomings of Pivot Table Calculations ..................127
Managing and Maintaining Pivot Table Calculations ......................................131
Next Steps............................................................................134
6 Using Pivot Charts and Other Visualizations .........................135
What Is a Pivot Chart...Really? ..........................................................135
Creating a Pivot Chart ..........................................................136
Keeping Pivot Chart Rules in Mind ....................................................139
Examining Alternatives to Using Pivot Charts .......................................................145
Using Conditional Formatting with Pivot Tables ...............................................149
Creating Custom Conditional Formatting Rules .............................................152
Next Steps...................................................................................................156
7 Analyzing Disparate Data Sources with Pivot Tables ................................157
Using the Internal Data Model ..................................................158
Building a Pivot Table Using External Data Sources .............................................168
Leveraging Power Query to Extract and Transform Data .............................................174
Next Steps..........................................................................................192
8 Sharing Pivot Tables with Others ........................................193
Designing a Workbook as an Interactive Web Page .......................................................193
Sharing a Link to a Web Workbook ................................................................196
Sharing with Power BI ...............................................................................196
Next Steps........................................................................202
9 Working with and Analyzing OLAP Data ..........................203
Introduction to OLAP .............................................................................203
Connecting to an OLAP Cube .....................................................204
Understanding the Structure of an OLAP Cube ...................................................207
Understanding the Limitations of OLAP Pivot Tables .........................................208
Creating an Offline Cube ...................................................209
Breaking Out of the Pivot Table Mold with Cube Functions ................................211
Adding Calculations to OLAP Pivot Tables .....................................................213
Next Steps...............................................................................222
10 Mashing Up Data with Power Pivot ...................................223
Understanding the Benefits and Drawbacks of Power Pivot and the Data Model ............223
Joining Multiple Tables Using the Data Model in Regular Excel 2016 ..............................226
Using the Power Pivot Add-in Excel 2016 Pro Plus .....................................234
Understanding Differences Between Power Pivot and Regular Pivot Tables ............................238
Using DAX Calculations .............................................................239
Next Steps.....................................................................................243
11 Dashboarding with Power View and 3D Map ..........................245
Preparing Data for Power View ....................................................245
Creating a Power View Dashboard .............................................................247
Replicating Charts Using Multiples .................................................256
Showing Data on a Map......................................................257
Using Images ..........................................................................258
Changing a Calculation ..........................................................................259
Animating a Scatter Chart over Time .............................................259
Some Closing Tips on Power View ......................................................261
Analyzing Geographic Data with 3D Map ................................................261
Next Steps.........................................................................274
12 Enhancing Pivot Table Reports with Macros ................275
Why Use Macros with Pivot Table Reports ................................275
Recording a Macro ..................................................................276
Creating a User Interface with Form Controls .................................278
Altering a Recorded Macro to Add Functionality.................................280
Next Steps......................................................288
13 Using VBA to Create Pivot Tables.................................289
Enabling VBA in Your Copy of Excel .....................................289
Using a File Format That Enables Macros ..................................290
Visual Basic Editor .................................................................291
Visual Basic Tools .........................................................291
The Macro Recorder ..................................................................292
Understanding Object-Oriented Code ................................................292
Learning Tricks of the Trade ........................................................293
Understanding Versions .....................................................................295
Building a Pivot Table in Excel VBA ......................................296
Dealing with Limitations of Pivot Tables .................................................301
Pivot Table 201: Creating a Report Showing Revenue by Category ..............307
Calculating with a Pivot Table .............................................................................319
Using Advanced Pivot Table Techniques .......................................329
Using the Data Model in Excel 2016 ...................................................345
Next Steps....................................................................351
14 Advanced Pivot Table Tips and Techniques .....................353
Tip 1: Force Pivot Tables to Refresh Automatically........................................353
Tip 2: Refresh All Pivot Tables in a Workbook at the Same Time ...................................354
Tip 3: Sort Data Items in a Unique Order, Not Ascending or Descending ....................355
Tip 4: Turn Pivot Tables into Hard Data .............................................355
Tip 5: Fill the Empty Cells Left by Row Fields .........................................356
Tip 6: Add a Rank Number Field to a Pivot Table ...........................359
Tip 7: Reduce the Size of Pivot Table Reports .........................360
Tip 8: Create an Automatically Expanding Data Range .................................361
Tip 9: Compare Tables Using a Pivot Table ..........................361
Tip 10: AutoFilter a Pivot Table .............................................363
Tip 11: Force Two Number Formats in a Pivot Table ..................................364
Tip 12: Create a Frequency Distribution with a Pivot Table ..................................366
Tip 13: Use a Pivot Table to Explode a Data Set to Different Tabs .................... 367
Tip 14: Apply Restrictions on Pivot Tables and Pivot Fields .........................................368
Tip 15: Use a Pivot Table to Explode a Data Set to Different Workbooks .....................372
Next Steps..................................................................373
15 Dr. Jekyll and Mr. GetPivotData ...................................................375
Avoiding the Evil GetPivotData Problem ..........................................................376
Using GetPivotData to Solve Pivot Table Annoyances .........................381
Conclusion .................................................................391
Index .......................................393
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Jelen & Alexander
©2016  | Que Publishing
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Jelen & Alexander
©2016  | Que Publishing  | 432 pp
Bill Jelen
, Excel MVP and the host of MrExcel.com, has been using spreadsheets since 1985, and he launched the MrExcel.com website in 1998. Bill was a regular guest on Call for Help with Leo Laporte and has produced more than 1,900 episodes of his daily video podcast, Learn Excel from MrExcel. He is the author of 49 books about Microsoft Excel and writes the monthly Excel column for Strategic Finance magazine. Before founding MrExcel.com, Bill Jelen spent 12 years in the trenches, working as a financial analyst for the finance, marketing, accounting, and operations departments of a $500 million public
company. He lives in Merritt Island, Florida, with his wife, Mary Ellen.
Mike Alexander
is a Microsoft Certified Application Developer (MCAD) and author of several books on advanced business analysis with Microsoft Access and Excel. He has more than 15 years of experience consulting and developing Office solutions. Mike has been named a Microsoft MVP for his ongoing contributions to the Excel community. In his spare time, he runs a free tutorial site, www.datapigtechnologies.com, where he shares basic Access and Excel tips to the Office community.
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